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Robert L
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Robert Leuffen is a financial advisor at Torrey Wealth, LLC with 21 years of industry experience. He has previously worked at Fidelity and TIAA-CREF before joining Torrey Wealth in 2020. His professional credentials include Series 63 and Series 66 licenses. Torrey Wealth serves individuals, trusts, estates, corporations, and pension or profit-sharing plans, offering wrap asset management and comprehensive portfolio management through a sponsored wrap fee program. The firm emphasizes diversified portfolios with low-cost equity index ETFs and fixed-income instruments, applying a combination of quantitative, fundamental, and technical analysis that can be customized for socially responsible preferences.
Andreas M
Series 66
San Diego, CA
Torrey Wealth, LLC
Andreas Melzer is a financial advisor with Torrey Wealth, LLC and holds a Series 66 license. He has 11 years of industry experience, including prior roles at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade Institutional, AXA Advisors, Foresters Financial, IUPS, and Morgan Stanley. Outside of his advisory work, he serves as a lacrosse referee for the San Diego County Lacrosse Officials Association. Torrey Wealth serves individuals, trusts, estates, corporations, and pension or profit-sharing plans, providing wrap asset management and standalone financial planning. The firm emphasizes diversified portfolios using low-cost equity index ETFs and fixed-income instruments, employing a mix of quantitative, fundamental, technical, sector, and cyclical analysis tailored to client preferences.
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